Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,902 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $67.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,548
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2022
Added 370.57%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
5,547
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
5,544
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,532
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
5,517
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,470
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,466
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 77.6%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
5,444
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 94.21%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
5,441
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
5,421
shares
|
$1.19 Million
0.71% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
5,415
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
5,394
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
5,369
shares
|
$1.18 Million
0.44% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
5,352
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
5,315
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
5,309
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
5,299
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
5,286
shares
|
$1.16 Million
0.92% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,284
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,280
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,279
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
5,276
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
5,272
shares
|
$1.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.94%
|